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First Trust Value Line Dividend Fund

148 hedge funds and large institutions have $1.48B invested in First Trust Value Line Dividend Fund in 2017 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 34 reducing their positions, and 6 closing their positions.

Holders
148
Holders Change
+20
Holders Change %
+15.63%
% of All Funds
3.69%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
27
Increased
69
Reduced
34
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$295M 10,171,729 +815,706 +9%
Bank of America
2
Bank of America
North Carolina
$144M 4,967,701 +342,162 +7%
LPL Financial
3
LPL Financial
California
$130M 4,482,198 +947,424 +27%
Wells Fargo
4
Wells Fargo
California
$114M 3,924,375 +225,093 +6%
UBS Group
5
UBS Group
Switzerland
$104M 3,586,758 +489,284 +16%
Citigroup
6
Citigroup
New York
$91.2M 3,145,151 +1,119,095 +55%
RJA
7
Raymond James & Associates
Florida
$58.8M 2,025,429 +154,973 +8%
Ameriprise
8
Ameriprise
Minnesota
$56.8M 1,955,697 +481,085 +33%
NEPWA
9
New England Private Wealth Advisors
Massachusetts
$53.3M 1,840,288 +39,734 +2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$36.9M 1,270,333 +166,438 +15%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$24.6M 847,424 -94,122 -10%
MML Investors Services
12
MML Investors Services
Massachusetts
$24.3M 838,850 +838,850 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$22.2M 765,414 +98,668 +15%
AG
14
Advisor Group
Arizona
$17.4M 600,122 +100,894 +20%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$16.3M 560,169 +197,775 +55%
RCAG
16
Rehmann Capital Advisory Group
Michigan
$15.8M 544,974 -71,156 -12%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$13.7M 471,623 +59,659 +14%
KA
18
Kovack Advisors
Florida
$13M 447,463 +11,516 +3%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$10.6M 365,347 +5,343 +1%
AIM
20
Advantage Investment Management
Iowa
$10.2M 350,259 +21,173 +6%
LNC
21
Lincoln National Corp
Pennsylvania
$9.87M 340,237 +327,012 +2,473%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$9.13M 314,726 -17,893 -5%
CAN
23
Cetera Advisor Networks
California
$8.78M 302,593 +14,435 +5%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$8.63M 297,321 -5,462 -2%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$8.45M 291,639 +61,220 +27%